Bank Presidents Seminar

Hotel

Hotel & Travel

Montage Laguna Beach
30801 South Coast Highway
Laguna Beach, CA 92651
(949) 715-6000
Check-In Time: 4:00 PM | Check-Out Time: 12:00 PM

Hotel accommodations can be made by clicking here or by calling the Montage Laguna Beach at (949) 715-6000 and referring to the Western Bankers Association room block. The WBA rate is starting at $449/night, single or double occupancy, plus taxes and fees. Rooms are limited, please make your reservations as soon as possible. The hotel room block cut-off date is Friday, December 10, 2021. If the room block reaches capacity, the hotel may accept reservations on a space-available basis at the prevailing rates.

Resort Fee: Please note the $35 resort fee per room, per night, plus tax (discounted from $50) is not included in the above room rate. The following amenities are bundled into this fee: 

  • In room high-speed internet
  • In room Nespresso & tea
  • A welcome half bottle of Champagne in each guestroom upon arrival
  • Bottled water with evening turndown service
  • Fitness center access and select fitness classes (6:00 am – 9:00 pm)
  • Daily local newspaper
  • Roundtrip Bellmen gratuities ($15.00)
  • Daily Housekeeping gratuities ($5.00)

Valet Parking Overnight: $40 total, per car, per day overnight (Regularly $50)

Day Parking: $25 total, per car

For more information about the hotel, please check out the hotel website here.

Agenda

Agenda

*All times listed below are in local time.

**Agenda subject to change.

Tuesday, January 11, 2022
12:00 PM – 3:00 PM Executive Committee Meeting (Invite Only)
5:00 PM – 6:00 PM WBA and Banker Benefits Board of Directors Reception
(Invite Only)
6:00 PM – 8:00 PM WBA and Banker Benefits Board of Directors Dinner
(Invite Only)
Wednesday, January 12, 2022
10:00 AM – 6:15 PM Registration Open
10:00 AM – 12:00 PM WBA Board of Directors Meeting (Invite Only)
12:00 PM – 1:30 PM Past Chairman’s Lunch (Invite Only)
1:30 PM – 3:00 PM Banker Benefits Board of Directors Meeting (Invite Only)
5:00 PM – 6:15 PM Welcome Reception (All Attendees)
  Evening Open for Vendor Dinners
Thursday, January 13, 2022
8:00 AM – 4:30 PM Registration Open 
(Closed during luncheon: 11:30 a.m. – 1:00 p.m.)
8:00 AM – 9:00 AM Breakfast
9:00 AM – 10:15 AM Welcome & Opening General Session

Economy: Where do we go from here?
How to Overcome, Adapt and Thrive!


Andrew Busch
Economist; Former CMIO, U.S. Government; Author
10:15 AM – 10:30 AM Refreshment Break
10:30 AM – 11:30 AM Learning Sessions
  Learning Session #1

Cryptocurrencies: A Banker’s Friend or Foe?

Scott Goodwin
Principal
Wolf & Company, P.C.
  Learning Session #2

Key Cybersecurity Trends in Banking 2022 and Beyond

Mike McWilliams
Chief Revenue Officer
Reliable IT

William Hoffman
Chief Information Security Officer
Reliable IT
11:30 AM – 1:00 PM Luncheon
1:00 PM – 2:00 PM Learning Sessions
  Learning Session #1

Next Generation Banking: Innovations in Banking Technology

Jamison Sites
Senior Manager, Tax Services
RSM US LLP

Bennett Moore
Senior Innovation Architect
RSM US LLP
  Learning Session #2

Post Pandemic Liquidity – The Challenges Have Changed
But Don’t Take Your Eye Off The Ball


Mark Haberland
Managing Director
Darling Consulting Group
2:00 PM – 2:15 PM Break
2:15 PM – 3:15 PM Learning Sessions
  Learning Session #1

Integration to the CORE​

Eric Devine
President
Vitex

Nick Perfido
Executive Vice President
Vitex
  Learning Session #2

Value Creation for Privately and Closely Held Community Banks:
A Discussion on M&A and Capital Raising


Andrew Underwood

Managing Director
The Financial Institutions Group​
PNC Capital Markets LLC
3:15 PM – 3:30 PM Break
3:30 PM – 4:30 PM General Session

Economic Update

Chris Thornberg, PhD

Founding Partner
Beacon Economics
5:00 PM – 6:00 PM Reception
6:00 PM – 8:00 PM Dinner & Entertainment
Friday, January 14, 2022
8:00 AM – 12:30 PM Registration Open
7:00 AM – 8:00 AM Breakfast
8:00 AM – 9:00 AM General Session

A Fireside Chat with Seasoned West Coast Acquirers
Moderated by Keefe, Bruyette & Woods


Jeff Wishner
Managing Director
Keefe, Bruyette & Woods, Inc., a Stifel Company

Aaron Axton
Managing Director
Keefe, Bruyette & Woods, Inc., a Stifel Company

Joe Gulash
Managing Director
Keefe, Bruyette & Woods, Inc., a Stifel Company

David Brager
President and Chief Executive Officer
Citizens Business Bank

Steve Gardner
Chairman, President and Chief Executive Officer
Pacific Premier Bancorp, Inc.

Rick Smith
President & CEO
Tri Counties Bank

Clint Stein
President, CEO
Columbia Banking System
9:10 AM – 10:10 AM Learning Sessions
  Learning Session #1

Sales Leadership: The Four We are For

Mark Trinkle

Chief Growth Officer
Anthony Cole Training Group, LLC
  Learning Session #2

Put the Gloves on! Leveraging Customer Data to Maximize NII

Matt Mingenback
Vice President of Sales

Fitech
10:10 AM – 10:25 AM Refreshment Break
10:25 AM – 11:25 AM Learning Sessions
  Learning Session #1

Strategic Planning 2.0:
What Works and What Doesn’t in the Post-Pandemic World


Kamal Mustafa
Chairman
Invictus Group
  Learning Session #2

Anticipation Economy Resilience:
Reimagining the Path to Profitable Growth


Chris Stanley
Senior Director – Credit Acceptance Industry Practice Lead

Moody’s Analytics

Laurent Birade
Senior Director – CECL and Credit Lifecycle Industry Practice Lead

Moody’s Analytics

Blake Coules
Senior Director – Commercial Real Estate Industry Practice Lead

Moody’s Analytics
11:25 AM – 11:35 AM Break
11:35 AM – 12:35 PM Closing General Session

The New Cyberthreat Landscape

Rachel Wilson
Director of Cybersecurity, Morgan Stanley Wealth Management;
Former Head of Counterterrorism Operations, National Security Agency (NSA)
12:35 PM Conference Adjourns
Speakers

Andrew Busch
Economist; Former CMIO, U.S. Government; Author

Andrew Busch was the first Chief Market Intelligence Officer (CMIO) for the U.S. government at the Commodity Futures Trading Commission (CFTC). As CMIO, he was charged with improving and enhancing the government’s understanding of the markets. Mr. Busch provided briefings to White House, US House and US Senate staffers on a wide range of issues including the economy, stock market direction, interest rates and China’s influence on the global commodity markets.

Speakers

Chris Thornberg, PhD
Founding Partner
Beacon Economics

Christopher Thornberg founded Beacon Economics LLC in 2006. Under his leadership the firm has become one of the most respected research organizations in California serving public and private sector clients across the United States. In 2015, Dr. Thornberg also became Director of the UC Riverside School of Business Center for Economic Forecasting and Development and an Adjunct Professor at the School.

Speakers

Rachel Wilson
Director of Cybersecurity, Morgan Stanley Wealth Management;
Former Head of Counterterrorism Operations, National Security Agency (NSA)

Rachel Wilson spent the first 15 years of her career at the National Security Agency (NSA). Over the course of her NSA career, she held several key senior executive-level leadership positions working to detect and disrupt terrorist and cyber exploitation activity against the US and its allies.

Currently, Rachel Wilson is the first Head of Cybersecurity for Morgan Stanley Wealth Management, where she is responsible for protecting cybersecurity and ensuring the integrity and confidentiality of firm and client data.

Speakers

Scott Goodwin
Principal
Wolf & Company, P.C.

Scott is a Principal in Wolf’s Assurance Group and leads the Firm’s Technology Team. He provides audit and advisory services to rapidly growing entrepreneurial technology companies—consulting on complex accounting matters such as revenue recognition, equity and derivative instruments, business combinations, internal control best practices, and corporate governance. He also has significant experience with U.S. Securities and Exchange Commission (SEC) registrant considerations such as initial public offerings (IPO), reverse mergers, and crowdfunding.

Speakers

Mike McWilliams
Chief Revenue Officer
Reliable IT

Mike McWilliams, Chief Revenue Officer for Reliable IT, has been in the technology industry for over 25 years. Mike has served as the Chief Executive Officer and Chief Revenue Office for many companies. As Chief Revenue Officer for Reliable IT, he is responsible for the overall Sales and Marketing strategy of the company. He has served as a valuable resource to companies, assisting in everything impacting their IT from Y2K to the current COVID-19.

Speakers

William Hoffman
Chief Information Security Officer
Reliable IT

William is THINK SECURITY’s lead for cybersecurity, software development, and penetration testing of Industrial Control System cybersecurity vulnerability assessments. He is a leader in both the IT and ICS cybersecurity field with a long history of delivering excellence in the government sector as well as the private industry. He is the founder THINK SECURITY in 2007, William has been working in the Cyber Security field doing both offensive and defense projects for a wide range of businesses.

Speakers

Jamison Sites
Senior Manager, Tax Services
RSM US LLP

In May 2020, Jamison was selected as a senior analyst in RSM’s cutting edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions influencing middle market leaders. Jamison’s focus is on the financial services industry.

Speakers

Mark Haberland
Managing Director
Darling Consulting Group

Mark has over 25 years providing balance sheet and model risk management education and consulting to the community and mid-size banking space.

A frequent author and top-rated speaker on a wide array of risk management topics, Mark facilitates educational programs and workshops for numerous financial institutions, industry and state trade associations, and regulatory agencies.

Speakers

Eric Devine
President
Vitex

Eric Devine is the President of Vitex where he brings a highly motivated, fiscally conscious, and goal driven atmosphere. In tandem, Eric is a contract negotiation expert with additional focuses on banking technology and operations. With his immense business, banking, and technical backgrounds, Eric has a deep understanding of what it takes to be a leader within the management spectrum and optimize banking infrastructure to ensure daily operational success.

Speakers

Nick Perfido
Executive Vice President
Vitex

Nick is the Executive Vice President of Vitex and a FinTech veteran with more than 35 years of experience in enterprise software sales within the community banking and credit union arena. His experience includes having worked with companies including Newtrend, EDS, Fiserv, and Finastra, where he was National Sales Director for the Phoenix Transformational Banking solution. He has been instrumental in helping financial institutions realize their goal of transforming their operations to meet the ever-changing FinTech landscape.

Speakers

Mark Trinkle
Chief Growth Officer
Anthony Cole Training Group, LLC

Mark is a sales-experienced training veteran who possesses extensive financial services experience in delivery, role-play, recruiting, onboarding and coaching salespeople. Mark is also our Community Bank expert and delivers sales and management workshops across the country to associations such as BAI, CEO Bank Network, Bank Trainer’s Conference, OBL and American Banker. He has a great passion to ignite prosperity in individuals and companies by helping them close the sales opportunity gap.

Speakers

Matt Mingenback
Vice President of Sales
Fitech

Matt Mingenback is a sales veteran with a proven track record of helping customers
build both lasting and profitable relationships. He joined the Fitech team in 2017,
switching gears from health care staffing and recruiting to focus exclusively on the
needs of community banks. Today, he leads a team that’s helping 130 banks—and
counting—across the country to grow their non-interest income through payment
technology.

Speakers

Kamal Mustafa
Chairman
Invictus Group

Kamal Mustafa is a major thought leader in banking and finance. Over the past 40 years, he has served as head of corporate finance/credit at Connecticut Bank and Trust; head of Global Mergers & Acquisitions at Citibank; Managing Director of M&A and Merchant Banking at PaineWebber; Managing Director of KSP, a $1 billion leveraged-buyout fund for John Kluge; founder and chairman of Bluestone Capital Partners and Wildwood Capital. He founded Invictus in 2008.

Speakers

Chris Stanley
Senior Director – Credit Acceptance Industry Practice Lead
Moody's Analytics

Across 15 years as a consultant and practitioner, Chris has worked on a range of strategy, risk management and operational transformation initiatives with leading financial institutions throughout North America. From this collection of abstract, “what now?” challenges, he has developed specialties in credit optimization, business combinations and system implementations.

Speakers

Blake Coules
Senior Director – Commercial Real Estate Industry Practice Lead
Moody’s Analytics

Across 35 years in banking, Blake has gained deep insights into the inner working of this sector. Over the last two decades, Blake has been an Operating Committee member, leading teams and executing strategies in Credit and Enterprise Risk as well as Line of Business. His focus over this time has been primarily Commercial/Corporate with particular emphasis on CRE. Blake has spent most of his career with large and mid-size banks.

Sessions

Economy: where do we go from here?
How to Overcome, Adapt and Thrive!

“Economy: where do we go from here?” is an in-depth study of the economy from a speaker with a deep understanding of how the markets and the economy are shaped by world events like infectious disease. Andrew is not only a noted economist, he’s an infectious disease expert and author. (World Event Trading) There are many reasons why he’s known as “the great calmer downer” especially during the most difficult times. He provides understanding for what a vaccine and a Biden presidency mean for growth.

Sessions

A Fireside Chat with Seasoned West Coast Acquirers
Moderated by Keefe, Bruyette & Woods

During the depths of the Covid crisis, bank M&A activity came to a screeching halt. However, since the end of the 1st quarter of 2021, the pace has returned to pre-Covid levels and some of the traditional players have returned. The structural forces driving consolidation have been growth challenges, scale and operational efficiencies and non-bank competitive challenges. We have seen negotiated deals growing in prominence and announced deal economics for the buyers have improved. The market, however, continues to react negatively to larger transactions. This fireside chat brings together three of the most active acquirers in the West. They will share their strategic rationale in their most recent deals and give you a sense of how they go about sourcing and evaluating M&A opportunities.

Sessions

The New Cyberthreat Landscape

As the types of cyberattacks and nature of the attackers has changed in the last 18 months, how should businesses be responding? Rachel Wilson brings her unique perspective as a former National Security Agency executive and current CISO for Morgan Stanley Wealth Management to bear on the question of how we can best defend ourselves against an increasingly hostile cyberenvironment. 

Sessions

Cryptocurrencies: A Banker’s Friend or Foe?

With bitcoin hitting all-time highs recently, China outlawing all crypto transactions and the term “defi” showing up seemingly everywhere, what is a banker to make of crypto? How vulnerable are traditional banks to significant disruption? Or does crypto present new and exciting opportunities? Hear from Wolf & Company’s national crypto practice leader about where crypto fits into the broader fintech industry, where a bank’s risks and opportunities might be and what every bank should be doing right now.

Sessions

Post Pandemic Liquidity – The Challenges Have Changed But Don’t Take Your Eye Off The Ball

Liquidity levels are at all-time highs in banks, and opportunities to deploy the excess are not glamorous, to say the least. Too much of a good thing can still cause a problem for bankers, and the cost of liquidity is a challenge that has no easy solution.

Building out a proper liquidity management process is critical in today’s environment to help manage liquidity levels and sources, understand the impact of deposit surge and identify proper stress scenarios that could impact availability over time.

Sessions

Strategic Planning 2.0: What Works and What Doesn’t in the Post-Pandemic World

Let’s face it: The community bank economic environment has changed. Interest rates are again at historic low levels and the very nature of the economy is in flux. The pandemic’s uneven impact on industries will be felt for years to come. The future of CRE in many places is uncertain. Meanwhile, the community bank market is consolidating. Banks must develop a new process for strategic planning to optimize their growth opportunities, while giving boards and management a realistic portrait of their long-term shareholder value. This session gives bank CEOs a blueprint for strategic planning in the new world.

Sessions

Anticipation Economy Resilience: Reimagining the Path to Profitable Growth

Banking has entered a new era of competition marked by disruptive entrants and evolving customer expectations. Whether driving M&A, or turning opportunities into approved deals, tools to anchor judgment in empirical, multi-disciplinary insight, and empower lenders as trusted advisors are critical in this competitive landscape. Focusing on the potential these tools enable, savvy bankers are reimaging how experts work, and how they work together to deliver the right offers to the right customers at the right time.

Pricing

Pricing

Pricing For Price
WBA Bank Member $995
Bank Non-Member $1,095
Guest Registration   
Guest Registration  $495

Register Online

Or complete the Registration Form below and email back to Gina Titus @ registrations@westernbankers.com.

Registration Form

Cancellation Policy

Registration fees less a $75 processing fee per registrant will be refunded if cancellation is received by Tuesday, December 28, 2021. No refund if cancellations are received after Tuesday, December 28, 2021.

CPE Credits

CPE Credits

The 2022 Bank Presidents Seminar will be offering CPE credits for this program. Once the agenda is finalized we can confirm the amount of CPE credits. More details coming soon…

Mobile App

Mobile App

We will be utilizing the WBA app at our 2022 Bank Presidents Seminar. Download the app today in order to access the agenda, view the presentations, engage with other attendees, learn about event sponsors, get updates throughout the conference, and much more. Simply search “WBA” in either the Apple App Store or the Google Play Store to download today. Once you are registered for the conference you will receive log-in instructions with the access code at a later date.

Sponsorship Information

Sponsorship Information

If you are interested in sponsoring this event, please contact Jennifer Benson, VP of Conferences at jbenson@westernbankers.com.

Why sponsor:

  • Maximize your company’s brand awareness and increase your market position
  • Gain direct access to member banks and institutions in an exclusive environment
  • Raise your profile above your competitors
  • Learn about the issues confronting today’s financial service leaders and gain valuable insight into potential solutions
  • Match your exposure needs, regardless of your budget
  • Shape or reinforce a positive perception of your company with bank executives
  • Support the Western Bankers Association, the largest non-profit banking organization serving the West Coast financial services industry